#5323 - Southern California 100% Remote - CALIFORNIA

Growing, 100% virtual CPA practice with approximately $50,000 in annual revenue, projected to reach around $60,000 next year due to newly onboarded recurring clients and a strong pipeline of recurring work. Revenue mix: ~65% monthly recurring revenue and the remaining ~35% is recurring annual tax work Recurring revenue profile: All monthly recurring work is for business clients, predominantly S corporations Client base: Primarily service-based businesses, with the majority located in California and a small percentage in other states Delivery model: Fully remote / virtual from day one Tech stack: QuickBooks Online (QBO), Fathom, Ramp, Gusto, and ProConnect Tax Online Operations: Practice is supported by an established outsourced/staff team, with the owner spending limited time on day-to-day client work. A buyer may continue with this structure if desired. Reason for sale: Owner is retiring and seeking a buyer who will continue to provide high-quality service to an established client base. Seller is available part-time for 3–6 months to assist with transition, client introductions, and retention. This practice is ideal as a tuck-in acquisition for a solo CPA or small firm looking to add high-quality, recurring business clients and a modern, cloud-based practice. In addition to the client base, a trademarked marketing entity and website are also available for a buyer who would like to acquire an established brand along with the book of business.